Rambus share price goes absolutely crackers
And we've no idea why...
Intel Developer Forum Shares in Rambus Ink soared by over $40 on US markets today but no-one can exactly understand why. Intel fired up a 1.5GHz Willamette at its bi-annual jamboree earlier today, confirming details of its throughput revealed here a fortnight ago. But Willamette, despite the synchronisation of its bus speed suiting Rambus memory perfectly, will not exclusively use chipsets which just support that memory standard. Paul Otellini, senior VP at Intel US, is on record as saying today that the company will offer both synchronous memory and Rambus in future chipsets, depending on what the market -- that is its PC customers -- want. The air-cooled demonstration of Willamette gave no clue as to whether or not the first iteration will clock at 1.5GHz. Demonstrations of Itanium technology here at the show are believed to show the IA-64 architecture clocking between 450MHz and 500MHz. One US distributor at the show today told The Register: "I cannot understand why the share price has risen so high. My business, in the last three months now has the [AMD] Athlon at over 50 per cent. Most of the reasons why the business has fallen off are because of problems with the i820 (Caminogate) chipset." Roadmaps we saw at an AMD suite earlier this morning show no sign of Rambus looming on its roadmap in the next 18 months. The Rambus share price currently stands at close to $152, while it was hovering below $100 just a few days ago. ® *Register FactOid 820. Hyundai Electronics does not know how many RIMMs it is making this year, or whether DIMMs will outsell RIMMs.
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